Institutional Sales And Marketing
Focused on new business development, consultant relationships and client servicing building an institutional client base - 20-year track record in institutional marketing in the asset management industry;- Collaborated with investment management team to develop new products and re-brand established products - In-depth knowledge of investment strategies spanning equities, fixed income and alternatives - Comprehensive understanding of institutional compliance requirements for marketing - Expertise in broad client segments including plan sponsors; endowment/foundations, public funds, corporate, Taft-Hartley, Unions, sub-advisory, Insurance, family offices, and retail - Developed a business plan targeting institutional markets and achieved specific sales goals - Established several consulting due diligence reviews - Developed new product support materials to help sales force with presentations